Thematics Asset Management’s Littelfuse LFUS Stock Holding History

Thematics Asset Management’s Portfolio LFUS Stock Details LFUS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$15.1M	Sell	58,303 -5,155	-8%	-$1.29M	0.69%	59
2025 Q2	$14.4M	Sell	63,458 -7,641	-11%	-$1.51M	0.65%	58
2025 Q1	$14M	Sell	71,099 -5,901	-8%	-$1.35M	0.71%	52
2024 Q4	$18.1M	Sell	77,000 -10,000	-11%	-$2.49M	0.79%	48
2024 Q3	$23.1M	Buy	87,000 +23,500	+37%	+$6.05M	0.91%	41
2024 Q2	$16.2M	Buy	63,500 +17,500	+38%	+$4.33M	0.66%	55
2024 Q1	$11.1M	Buy	46,000 +3,000	+7%	+$721K	0.46%	75
2023 Q4	$11.5M	Sell	43,000 -3,697	-8%	-$885K	0.51%	75
2023 Q3	$11.5M	Sell	46,697 -12,303	-21%	-$3.33M	0.57%	69
2023 Q2	$17.2M	Sell	59,000 -7,000	-11%	-$1.83M	0.82%	48
2023 Q1	$17.7M	Sell	66,000 -3,000	-4%	-$771K	0.96%	32
2022 Q4	$15.2M	Buy	+69,000	New	+$15.4M	0.92%	34

Other funds holding LFUS

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VLKIM

Van Lanschot Kempen Investment Management Amsterdam, Netherlands $11.4B AUM 16.77% 1-Year Est. Return

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

MPI

Mairs & Power Inc St Paul, Minnesota $9.79B AUM 20.6% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Impax Asset Management Group London, United Kingdom $14.3B AUM 19.8% 1-Year Est. Return

Thematics Asset Management's LFUS Position: Q3 2025 in Review

Thematics Asset Management reduced its Littelfuse (LFUS) stake by 8.1% in Q3 2025, selling an estimated $1.29M and leaving 58,303 shares worth $15.1M. The position accounts for 0.69% of the portfolio, ranked #59.

Thematics Asset Management first reported a position in LFUS in Q4 2022 and has held it in 12 quarters since. The position peaked at $23.1M in Q3 2024. 492 funds tracked by Wall St. Rank hold LFUS as of Q3 2025.

Thematics Asset Management held 58,303 shares of Littelfuse worth $15.1M as of Q3 2025.
Thematics Asset Management sold 5,155 Littelfuse shares in Q3 2025, an estimated $1.29M.
Littelfuse made up 0.69% of Thematics Asset Management's portfolio in Q3 2025, its #59 holding.
Thematics Asset Management first reported a position in Littelfuse in Q4 2022 and has held it in 12 quarters since.
Thematics Asset Management's Littelfuse position peaked at $23.1M in Q3 2024.
492 funds tracked by Wall St. Rank held Littelfuse as of Q3 2025.

Based on Thematics Asset Management's 13F filing for Q3 2025, filed 14 Nov 2025.